Elon Musk has unveiled a car that can fly (sort of). But is it enough to get Tesla investors excited? Bryce & Ren unpack the latest from Tesla & Neuralink, dive into TSMC's blockbuster earnings and ask whether cracks are starting to appear in the AI data centre boom. Plus, a listener wants to know how to protect their portfolio from the next market crash.
In this episode:
00:00 Elon Musk's flying car
01:49 Tesla's Roadster review
07:48 Neuralink's breakthrough in restoring speech
11:11 TSMC earnings & the AI data centre debate
15:21 Why hyperscaler spending matters more than neocloud debt
17:36 How do you protect your portfolio from a crash?
18:42 Why timing the market doesn't work
24:24 Gold, diversification & preparing for the next downturn
Stocks & ETFs Mentioned: Tesla (NASDAQ: TSLA), Apple (NASDAQ: AAPL), Ford (NYSE: F), Ferrari (NYSE: RACE), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), CoreWeave (NASDAQ: CRWV), NVIDIA (NASDAQ: NVDA), Advanced Micro Devices (NASDAQ: AMD), Microsoft (NASDAQ: MSFT), Amazon (NASDAQ: AMZN), Alphabet (NASDAQ: GOOGL), Spotify (NYSE: SPOT), Eli Lilly (NYSE: LLY), IREN (NASDAQ: IREN), Nebius Group (NASDAQ: NBIS), Goldman Sachs (NYSE: GS)
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